my butt feeling: next wave will be transportation / industries / basic materials...
B*r
2 楼
Energy too.
B*e
3 楼
Energy / Utilities will rock after XLI/XLB/IYT. Just my 2 cents.
【在 B**********r 的大作中提到】 : Energy too.
f*d
4 楼
子曰:板块轮动,相对强弱定牛熊
B*e
5 楼
zkss? thx!
【在 f******d 的大作中提到】 : 子曰:板块轮动,相对强弱定牛熊
d*7
6 楼
What are the leading PICKs of these sectors? Thanks for sharing.
【在 B*********e 的大作中提到】 : my butt feeling: : next wave will be transportation / industries / basic materials...
B*e
7 楼
go to finance.yahoo.com and find the composition of each representative ETF. For example, here is a list of XLK: AP BAC BK C GS JPM MET MS USB WFC BTW, the list above was complied a couple years ago and changes might occur.
【在 d****7 的大作中提到】 : What are the leading PICKs of these sectors? Thanks for sharing.
these are top holders only, not necessarily leaders
ETF.
【在 B*********e 的大作中提到】 : go to finance.yahoo.com and find the composition of each representative ETF. : For example, here is a list of XLK: : AP : BAC : BK : C : GS : JPM : MET : MS
B*e
10 楼
thx for zkss! you are right. they are leading holding positions, not necessarily leaders.
【在 f******d 的大作中提到】 : these are top holders only, not necessarily leaders : : ETF.
B*e
11 楼
thx! i like the model below. it includes both stock market bull/bear and economy bull/bear.